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China, NVIDIA and Trump
US stocks goosed by earnings, intact AI budgets. Nvidia dips on talk of China sales curb.
Wall Street ended up on relief Meta and Microsoft kept their AI spending plans even amid mixed earnings. Next up, Apple earnings.
Trump officials discussing tightening curbs on Nvidia's China sales, Bloomberg reports
U.S. President Donald Trump's administration is considering tightening restrictions on artificial intelligence leader Nvidia's sales of its H20 chips designed for the China market, Bloomberg News reported on Wednesday.
Trump Officials Discuss Tighter Curbs on Nvidia China Sales
Trump administration officials are exploring additional curbs on the sale of Nvidia Corp. chips to China, according to people familiar with the matter, who emphasized that conversations are in very early stages as the new team works through policy priorities.
China's DeepSeek shook up US markets
China Market Update: DeepSeek Deep-Sixes Global Semiconductor Stocks
So much for the quiet pre-holiday trading session as Asian equities were mixed though Australia was closed for Australia Day, Indonesia was closed for Al Isra’ wal-Mi’raj, South Korea was closed for the Korean New Year,
US stocks, Nvidia recover slightly after China's DeepSeek AI brought steep losses
U.S. stocks recovered some ground Tuesday morning after getting hammered by fears over China's DeepSeek AI model built on a shoestring budget.
How China’s DeepSeek shook up US markets, by the numbers
News from China upset U.S. markets Monday and disrupted the frenzy that had built up around artificial intelligence.
2h
Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout, Graphika says
Chinese state-linked social media accounts amplified narratives celebrating the launch of Chinese startup DeepSeek's AI ...
3d
on MSN
Traders Say DeepSeek Is a Threat to Pricey US Tech Stocks
The arrival of China’s DeepSeek is fanning concerns among investors over whether US tech stocks deserve their rich valuations ...
7d
on MSN
China made a bet decades ago because it couldn’t compete with the US on cars. That bet is paying off big
By any measure, China’s EV growth has been extraordinary — more than half of new cars sold last year were electric. The ...
5h
China passes on US soybeans despite Brazilian delays -Braun
Brazil’s slow soybean harvest means that supplies are not reaching buyers as quickly as they might have hoped.
2d
ChatGPT isn’t available in China, so should the US ban DeepSeek?
This isn’t just about the TikTok precedent here. It’s about reciprocity, considering that China doesn’t allow products like ...
11h
Apple earnings updates: Stock dips as Wall Street watches for China iPhone sales, services business updates
Apple's earnings call is today at 5 pm ET. AAPL stock heads into the report down 4% YTD. Analysts are focused on services and ...
3d
Matt Egan explains why China’s AI model is causing US stocks to drop
CNN’s Matt Egan reports on a new Chinese AI model called R1, which was created by the company DeepSeek. The R1 model is ...
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